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Avion Wealth’s American Express AXP Stock Holding History

Avion Wealth’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$204K Buy
605
+22
+4% +$7.04K 0.04% 116
2026
Q1 		$176K Buy
583
+18
+3% +$6.04K 0.04% 109
2025
Q4 		$209K Sell
565
-133
-19% -$47.6K 0.04% 100
2025
Q3 		$231K Buy
698
+5
+0.7% +$1.59K 0.05% 91
2025
Q2 		$221K Sell
693
-137
-17% -$38.6K 0.05% 86
2025
Q1 		$246K Hold
830
– – 0.06% 70
2024
Q4 		$246K Buy
830
+156
+23% +$44.8K 0.06% 70
2024
Q3 		$182K Buy
674
+7
+1% +$1.74K 0.05% 84
2024
Q2 		$154K Buy
667
+12
+2% +$2.78K 0.04% 85
2024
Q1 		$150K Buy
655
+4
+0.6% +$829 0.04% 86
2023
Q4 		$122K Sell
651
-93
-13% -$15K 0.03% 99
2023
Q3 		$110K Buy
744
+106
+17% +$17.3K 0.03% 98
2023
Q2 		$111K Buy
638
+20
+3% +$3.23K 0.03% 107
2023
Q1 		$91K Sell
618
-69
-10% -$11.4K 0.02% 107
2022
Q4 		$92K Hold
687
– – 0.03% 106
2022
Q3 		$93K Hold
687
– – 0.03% 106
2022
Q2 		$95K Hold
687
– – 0.03% 95
2022
Q1 		$128K Hold
687
– – 0.04% 76
2021
Q4 		$112K Hold
687
– – 0.03% 77
2021
Q3 		$115K Hold
687
– – 0.03% 70
2021
Q2 		$114K Sell
687
-200
-23% -$31.3K 0.03% 70
2021
Q1 		$125K Hold
887
– – 0.04% 61
2020
Q4 		$107K Sell
887
-300
-25% -$33.2K 0.03% 65
2020
Q3 		$119K Buy
1,187
+200
+20% +$19.7K 0.04% 53
2020
Q2 		$94K Buy
987
+100
+11% +$9.21K 0.03% 59
2020
Q1 		$76K Sell
887
-781
-47% -$90.9K 0.03% 64
2019
Q4 		$208K Buy
+1,668
New +$199K 0.19% 45

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Avion Wealth's AXP Position: Q2 2026 in Review

Avion Wealth increased its American Express (AXP) stake by 3.8% in Q2 2026, buying an estimated $7.04K and bringing the position to 605 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #116.

Avion Wealth first reported a position in AXP in Q4 2019 and has held it in 27 quarters since. The position peaked at $246K in Q1 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Avion Wealth held 605 shares of American Express worth $204K as of Q2 2026.
  • Avion Wealth bought 22 American Express shares in Q2 2026, an estimated $7.04K.
  • American Express made up 0.04% of Avion Wealth's portfolio in Q2 2026, its #116 holding.
  • Avion Wealth first reported a position in American Express in Q4 2019 and has held it in 27 quarters since.
  • Avion Wealth's American Express position peaked at $246K in Q1 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.